Cleo W Holder

Current Employers

Employment History

• 10/2007 → 08/2023
  Securian Financial Services Inc
  St. Paul, MN
• 10/2007 → 08/2023
  Minnesota Life Insurance Company
  St. Paul, MN
• 10/2007 → Present
  Shoemaker Financial Advisors
  Germantown, TN
• 01/1986 → Present
  Cleo W. Holder, Cfp & Co.
  Newburgh, IN
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Newburgh, IN
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2007-10-11 → 2023-08-10
  Securian Financial Services, Inc.
  Newburgh, IN
  St. Paul, MN
• 1994-09-28 → 2007-12-20
  Charter Financial Group
  Newburgh, IN

Other Businesses

ADVANTAGE TAX AND ACCOUNTING INC POSITION: Owner NATURE: Accountant/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2008 ADDRESS: , Newburgh IN , United States DESCRIPTION: Owner CLEO W HOLDER CFP & CO POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1986 ADDRESS: , Neburgh IN , United States DESCRIPTION: Agent/Broker NOAH'S ARK PRESCHOOL POSITION: Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2017 ADDRESS: , Newburgh IN , United States DESCRIPTION: Member RENTAL PROPERTY POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: , Gulf Shores AL , United States DESCRIPTION: Owner HOLDER PROPERTIES LLC POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 8988 Ruffian lane, Newburgh IN 47629, United States DESCRIPTION: Rental of Office building STUDENT CHRISTIAN FELLOWSHIP POSITION: Advisory Board NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 440 S Weinbach Ave, Evansville IN 47714, United States DESCRIPTION: On Board to help promote Christian values at University of Sothern Indiana and University of Evansville HOLDER INVESTMENT SERVICES, INC POSITION: Owner NATURE: Business Owner INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2021 ADDRESS: 8988 Ruffian Lane, Newburgh IN 47630, United States DESCRIPTION: Holder Investment Services is the Corp that all compensation is moved to from Cleo W. Holder, CFP and Assoc. to pay salaries and ongoing business expenses SHOEMAKER FINANCIAL FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/17/2021 ADDRESS: 2176 West St Ste 100, Germantown TN 38138, United States DESCRIPTION: Fixed Insurance sales

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-11-17

Designations